+45.5%
AMZN vs VCLT
-16.3%
+61.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -9.2% | +0.1% | -9.3% | -9.3% |
| 3M | +3.4% | -2.9% | +6.2% | +5.5% |
| 6M | +18.2% | -4.0% | +22.2% | +21.7% |
| YTD | +9.3% | -2.2% | +11.6% | +11.2% |
| 1Y | +5.9% | -2.6% | +8.5% | +7.9% |
| 3Y | +82.6% | +12.3% | +70.3% | +64.5% |
| All | +45.5% | -16.3% | +61.8% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VCLT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling